Fortis Capital Advisors, LLC Reduced Holdings in Q4 2025

Fortis Capital Advisors, LLC

  • $677 Billion
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
PALL
Abrdn Palladium ETF Trust

ETFs
-14.7K
- 73.25%
$114.08 - $147.62 $1.67M - $2.16M
5.35K $778M
DASH
Door Dash, Inc.

Communication Services
-4.01K
- 75.59%
$195.21 - $281.74 $784K - $1.13M
1.3K $294M
MSFT
Microsoft Corp

Technology
-145
- 0.47%
$496.82 - $542.07 $72K - $78.6K
30.9K $14.9B
META
Meta Platforms, Inc.

Communication Services
-309
- 2.58%
$609.01 - $751.67 $188K - $232K
11.7K $7.7B
JPM
Jpmorgan Chase & CO

Financial Services
-3.03K
- 27.56%
$294.11 - $320.41 $891K - $970K
7.96K $2.56B
VEEV
Veeva Systems Inc

Healthcare
-2.34K
- 46.9%
$283.73 - $306.22 $664K - $716K
2.65K $591M
PLTR
Palantir Technologies Inc.

Technology
-3.14K
- 5.77%
$172.14 - $207.18 $541K - $651K
51.3K $9.12B
JNJ
Johnson & Johnson

Healthcare
-3.38K
- 60.4%
$185.98 - $199.58 $628K - $674K
2.22K $459M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-10.6K
- 20.96%
$50.57 - $50.77 $538K - $540K
40.1K $2.03B
QUAL
Ishares Msci Usa Quality Facto

ETFs
-2.52K
- 54.15%
$191.01 - $199.18 $481K - $501K
2.13K $423M
CVX
Chevron Corp

Energy
-2.31K
- 51.0%
$148.9 - $157.72 $344K - $364K
2.22K $338M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-618
- 7.48%
$153.8 - $189.34 $95K - $117K
7.64K $1.12B
HOOD
Robinhood Markets, Inc.

Technology
-372
- 4.08%
$121.53 - $152.46 $45.2K - $56.7K
8.75K $990M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.74K
- 16.15%
$185.12 - $192.11 $322K - $334K
9.02K $1.73B
PSLV
Sprott Physical Silver Trust

Financial Services
-34.2K
- 53.64%
$15.32 - $18.07 $525K - $619K
29.6K $700M
COST
Costco Wholesale Corp

Consumer Defensive
-90
- 2.58%
$910.94 - $954.99 $82K - $85.9K
3.4K $2.93B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-4.77K
- 45.37%
$56.0 - $57.6 $267K - $275K
5.74K $328M
HD
Home Depot, Inc.

Consumer Cyclical
-263
- 10.94%
$358.03 - $397.02 $94.2K - $104K
2.14K $737M
IEFA
Ishares Tr

ETFs
-4.05K
- 5.75%
$86.09 - $89.88 $348K - $364K
66.4K $5.94B
NET
Cloudflare, Inc.

Technology
-326
- 4.2%
$210.01 - $253.3 $68.5K - $82.6K
7.44K $1.47B
LGOV
First Tr ETF Iv Long Duration

ETFs
-8.49K
- 22.12%
$21.78 - $22.24 $185K - $189K
29.9K $652M
Ishares Bitcoin Trust ETF
-1.44K
- 20.94%
N/A
5.42K $269M
XTEN
Bondbloxx ETF Tr Bloomberg 10
-3.47K
- 17.02%
N/A
16.9K $782M
ORCL
Oracle Corp

Technology
-148
- 11.97%
$217.57 - $313.0 $32.2K - $46.3K
1.09K $212M
ABT
Abbott Laboratories

Healthcare
-894
- 35.31%
$123.62 - $134.59 $111K - $120K
1.64K $205M
CRWD
Crowd Strike Holdings, Inc.

Technology
-55
- 1.1%
$482.23 - $557.53 $26.5K - $30.7K
4.94K $2.32B
VOT
Vanguard Mid Cap Growth Index

ETFs
-88
- 1.26%
$279.76 - $298.12 $24.6K - $26.2K
6.92K $1.93B
IWY
Ishares Tr Russell 200 Growth

ETFs
-609
- 4.4%
$268.43 - $288.26 $163K - $176K
13.2K $3.66B
NOC
Northrop Grumman Corp

Industrials
-60
- 2.73%
$558.0 - $637.95 $33.5K - $38.3K
2.14K $1.22B
XLRE
Select Sector Spdr Tr Real Est

ETFs
-2.34K
- 28.24%
$40.65 - $42.74 $95.2K - $100K
5.95K $240M
CRDO
Credo Technology Group Holding LTD

Technology
-600
- 8.09%
$129.75 - $187.62 $77.9K - $113K
6.81K $980M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-1.96K
- 11.06%
$49.98 - $50.59 $98K - $99.2K
15.8K $793M
IEMG
Ishares Inc

ETFs
-1.65K
- 12.31%
N/A
11.8K $792M
Arm Holdings PLC
-74
- 2.94%
N/A
2.44K $267M
LMT
Lockheed Martin Corp

Industrials
-129
- 13.12%
$452.1 - $514.24 $58.3K - $66.3K
854 $413M
VOOG
Vanguard S&P 500 Growth ETF

ETFs
-205
- 10.92%
$426.99 - $455.46 $87.5K - $93.4K
1.67K $744M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
-3.2K
- 23.56%
$23.12 - $23.41 $74K - $74.9K
10.4K $241M
T
At&T Inc.

Communication Services
-367
- 2.75%
$24.44 - $27.55 $8.97K - $10.1K
13K $322M
IWP
Ishares Russell Mid Cap Growth

ETFs
-76
- 1.09%
$136.84 - $145.3 $10.4K - $11K
6.9K $945M
AGM
Federal Agricultural Mortgage Corp

Financial Services
-416
- 11.89%
$155.25 - $170.22 $64.6K - $70.8K
3.08K $541M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
-591
- 5.97%
$51.27 - $51.8 $30.3K - $30.6K
9.31K $466M
USFR
Wisdomtree Floating Rate Treas

ETFs
-663
- 9.81%
$50.24 - $50.4 $33.3K - $33.4K
6.1K $307M
MA
Mastercard Inc

Financial Services
-64
- 3.57%
$536.85 - $580.45 $34.4K - $37.1K
1.73K $988M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-101
- 10.49%
$245.79 - $258.02 $24.8K - $26.1K
862 $216M
SPG
Simon Property Group Inc

Real Estate
-135
- 10.83%
$173.35 - $185.76 $23.4K - $25.1K
1.11K $206M
American Battery Technology
-167
- 1.35%
N/A
12.2K $40.9M
EUFN
Ishares Msci Europe Financials

ETFs
-1.3K
- 12.36%
$33.08 - $35.38 $43K - $46K
9.22K $342M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-780
- 4.4%
$57.9 - $61.26 $45.2K - $47.8K
16.9K $1.03B
SAVA
Cassava Sciences Inc

Healthcare
-304
- 2.42%
$2.76 - $4.64 $839 - $1.41K
12.3K $24.3M
Activity Summary
Buys All Purchases 202 New Holdings 69 Increased Positions 133 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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